Foxconn to Invest $1.5 billion in India

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The Indian government has greenlit a massive ₹40,000 crore defence procurement spree, spotlighting BEL, BDL, and Drone Tech. This isn’t just an order list; it’s a vote of confidence in indigenous innovation. From high-tech drones to next-gen radars, the ripple effect could supercharge India's entire defence ecosystem.

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Today’s Market Menu

▪️ Focal Point: Foxconn Bets Big on India: $1.5 Billion Investment Signals Shift from China

▪️ Markets

▪️ Everything else you need to know today

▪️ Mindset: Stop doing this If you want to get rich

▪️ Stock Screener to up your game

FOCAL POINT

Foxconn Bets Big on India: $1.5 Billion Investment Signals Shift from China

Foxconn, Apple’s largest supplier, is injecting $1.5 billion into its Indian unit, marking one of its boldest bets on India’s future as a global electronics manufacturing hub. But this isn’t just about adding capacity, it’s a strategic shift.

With rising geopolitical tension, supply chain risks, and China’s slowing growth, India has become the next big frontier for global tech manufacturing. This move from Foxconn isn’t isolated, it’s a lighthouse signal. Expect more global players to follow suit.

📦 What’s different this time?
This investment isn’t limited to iPhone assembly. It hints at broader ambitions, from semiconductors to EV components, making India a core node in Foxconn’s global operations. And with states like Tamil Nadu and Karnataka competing to attract high-tech infrastructure, the ecosystem momentum is building fast.

📈 Why this matters:
India’s “China+1” strategy is finally moving from white papers to factory floors. This $1.5B infusion could unlock local jobs, deepen tech transfer, and cement India’s spot in the global hardware value chain.

MARKETS

The markets took a sharp dip today as the Sensex fell by 873 points to close at 81,186, while the Nifty 50 dropped 261 points to 24,683, both sliding over 1%. The Nifty Midcap 100 was hit the hardest, tumbling 923 points, a 1.62% drop, showing clear signs of broader market weakness. Even Nifty Bank wasn’t spared, losing 543 points. The red screen signals caution, likely driven by global cues, profit booking, or pre-election jitters. Traders, tighten your stop-losses, volatility is in control!

_{Closing figures as on 20.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Coal India (+1.34%): Strong buying interest pushes stock to ₹408.10 with solid volume at 18.76M.
✅ ONGC (+1.09%): Crude vibes strong! ONGC gains ₹2.68 amid rising energy focus.
✅ Tata Steel (+0.71%): Steel demand sparks a ₹1.12 gain; steady volume at 58M shows investor confidence.
✅ Hindalco (+0.67%): Minor uptick as metal space holds firm; ₹4.40 gain with cautious optimism.

Top Losers

🔻 Eternal: Slides 3.15% to ₹238.03 on profit booking after high volumes.
🔻 Grasim: Drops 2.75% to ₹2,727 amid weak sentiment in materials.
🔻 Infosys: Slips 1.89% to ₹1,559.80 as IT stocks cool off.
🔻 TATA Consumer: Falls 1.60% to ₹1,149.30 on muted demand cues.

NIFTY 500: Market Bleeds 🩸

FROM THE FRONTIER

Everything else you need to know today

⚓ Reroute: India’s ports are gaining global traction as supply chains shift under the China+1 strategy. Moody’s highlights ports from Mundra to Chennai as major beneficiaries, with expected cargo surges and infrastructure upgrades.

🚨 Trust: Six IndusInd Bank officials face insider trading probes, raising serious compliance red flags. While details remain unclear, the development may lead to tighter regulatory oversight and shake investor confidence in India’s private banking space.

🧵 Stitch: Borana Weaves IPO opened strong, attracting retail interest in a rising textile market. Positioned around rural growth and exports, the opportunity exists, but investors should brace for volatility, as small-cap textile plays often unravel quickly.

⏳ Friction: India’s trade barriers with Bangladesh could disrupt $770 million worth of imports, affecting garments, jute, and footwear. Rising tensions may strain MSMEs and regional trade dynamics, especially if diplomatic solutions stall.

🏗️ Build: DLF plans ₹17,000 crore worth of housing launches in FY26, targeting urban demand and HNI appetite. The move signals confidence in India’s premium real estate cycle, driven by better income levels and bullish market sentiment.

ONEZERO-F ACADEMY

Stop Doing This If You Want to Get Rich

Building wealth isn’t just about picking the right stocks or saving diligently, it’s about mastering your mindset. Steve Burns highlights five limiting beliefs that often hold people back from financial success:

1. Victim Mentality: Wealth builders take full responsibility for their financial path. Like Warren Buffett, they focus on what they can control, not external setbacks.
2. Short-Term Thinking: They invest for long-term growth, not quick wins, knowing that real wealth compounds over years.
3. Fear of Failure: They view setbacks as feedback, not defeat, and take calculated risks to keep moving forward.
4. Scarcity Mindset: They believe opportunities are abundant and create value rather than hoarding it.
5. Fixed Mindset: They see every financial decision as a learning moment, staying curious and adaptable.

💡 Success is often about what you avoid, not just what you pursue. Mindset is your true compounding asset.

SUPERCHARGE YOUR INVESTING SKILLS

I Stopped Losing Money After Listening to THIS - Mohnish Pabrai

STOCK SCREENER TO UP YOUR GAME

Intrinsic Value

by Niraj

Intrinsic Value - Current price > 0 AND
Sales growth 7Years > 15 AND
Debt to equity < 0.5 AND
Promoter holding > 60

Thanks for reading.

Until tomorrow!

Mohit & the OneZero-F team

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